IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,980
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.14M
3
+$7.48M
4
IAU icon
iShares Gold Trust
IAU
+$6.64M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$6M

Top Sells

1
+$7.55M
2
+$5.29M
3
+$3.52M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.84M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.55M

Sector Composition

1 Technology 9.09%
2 Financials 4.8%
3 Healthcare 4.69%
4 Consumer Discretionary 4.52%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$1K ﹤0.01%
+36
2377
$1K ﹤0.01%
100
2378
$1K ﹤0.01%
+38
2379
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18
-58
2380
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48
-34
2381
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241
-161
2382
$1K ﹤0.01%
13
-1,466
2383
$1K ﹤0.01%
+52
2384
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146
+118
2385
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100
2386
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60
-2,275
2387
$1K ﹤0.01%
110
-80
2388
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40
2389
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13
2390
$1K ﹤0.01%
14
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2391
$1K ﹤0.01%
84
-54
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77
+1
2393
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+19
2394
$1K ﹤0.01%
26
-331
2395
$1K ﹤0.01%
39
2396
$1K ﹤0.01%
20
2397
$1K ﹤0.01%
67
-146
2398
$1K ﹤0.01%
90
2399
$1K ﹤0.01%
+33
2400
$1K ﹤0.01%
+15
94 95
96
97 98